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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$917M
3
VAM
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
Capital World Investors
California
$3.75B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
State Street
Massachusetts
$3.24B
5
Bank of America
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.59M -$192K -2,460 -5%
FCT
502
Family Capital Trust
Massachusetts
$3.55M +$17.5K +224 +0.5%
WF
503
Welch & Forbes
Massachusetts
$3.52M -$187K -2,394 -5%
PGIM
504
Pacific Global Investment Management
California
$3.52M +$111K +1,418 +3%
OA
505
OFI Advisors
Pennsylvania
$3.52M +$330K +4,222 +10%
MHC
506
Meyer Handelman Company
New York
$3.51M – – –
NB
507
Norinchukin Bank
Japan
$3.49M +$52.6K +673 +2%
PAM
508
Princeton Alpha Management
New Jersey
$3.47M +$3.16M +40,427 +1,018%
CC
509
Cipher Capital
New York
$3.44M +$3.44M +44,048 New
SLI
510
Sumitomo Life Insurance
Japan
$3.44M -$364K -4,654 -10%
GD
511
Grandfield & Dodd
New York
$3.44M -$9.77K -125 -0.3%
AA
512
Apriem Advisors
California
$3.42M +$138K +1,770 +4%
TCT
513
TIAA CREF Trust
Missouri
$3.35M -$648K -8,293 -16%
MCM
514
McMillion Capital Management
North Carolina
$3.35M -$149K -1,905 -4%
NRS
515
Neville Rodie & Shaw
New York
$3.35M -$105K -1,350 -3%
WSCM
516
Wellington Shields Capital Management
New York
$3.34M +$758K +9,700 +29%
RC
517
Roundview Capital
New Jersey
$3.32M +$940K +12,035 +39%
BCM
518
Birmingham Capital Management
Alabama
$3.31M +$270K +3,450 +9%
CP
519
Cumberland Partners
Ontario, Canada
$3.27M +$352K +4,500 +12%
Robeco Institutional Asset Management
520
Robeco Institutional Asset Management
Netherlands
$3.27M -$131K -1,683 -4%
Federated Hermes
521
Federated Hermes
Pennsylvania
$3.26M +$122K +1,564 +4%
RAM
522
Roanoke Asset Management
New Jersey
$3.25M +$284K +3,640 +10%
DG
523
Davidson & Garrard
Virginia
$3.21M +$38.1K +488 +1%
ECM
524
Exchange Capital Management
Michigan
$3.2M +$6.41K +82 +0.2%
DADC
525
D.A. Davidson & Co
Montana
$3.19M +$226K +2,903 +8%
19 20
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